SUSA icon

iShares ESG Optimized MSCI USA ETF

492 hedge funds and large institutions have $2.19B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 189 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

35% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 189

Holders
492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CICC
201
Capital Investment Counsel (Colorado)
Colorado
$814K
BONH
202
Bank of New Hampshire
New Hampshire
$813K
FFA
203
Farther Finance Advisors
California
$812K
RFA
204
Rollins Financial Advisors
New York
$810K
HBT
205
Hills Bank & Trust
Iowa
$806K
WDL
206
Well Done LLC
Michigan
$801K
WA
207
Waverly Advisors
Alabama
$797K
Brown Advisory
208
Brown Advisory
Maryland
$780K
GIM
209
Glenmede Investment Management
Pennsylvania
$749K
MWM
210
Modera Wealth Management
New Jersey
$742K
PCM
211
Parsons Capital Management
Rhode Island
$739K
MFC
212
Morris Financial Concepts
South Carolina
$739K
GVCM
213
Global View Capital Management
Wisconsin
$736K
AM
214
AGF Management
Ontario, Canada
$733K
WCFA
215
Walkner Condon Financial Advisors
Wisconsin
$732K
CWA
216
Crux Wealth Advisors
California
$724K
LI
217
LRI Investments
Florida
$721K
OCM
218
One Capital Management
California
$719K
MBTD
219
Mechanics Bank - Trust Department
California
$713K
ML
220
McAdam LLC
Pennsylvania
$712K
TWM
221
TriaGen Wealth Management
California
$701K
KDA
222
Kraft Davis & Associates
Missouri
$699K
SWM
223
Silverlake Wealth Management
Vermont
$699K
SCM
224
SCS Capital Management
Massachusetts
$689K
BJL
225
Brighton Jones LLC
Washington
$689K